Investment Banking Analyst: M&A, Valuation & Proposals

Raymond James; New York (NY); In loco; USD 75.000 - 125.000; Tempo pieno

Descrizione del lavoro

Raymond James seeks a disciplined financial professional to formulate new business proposals, develop forecasts and valuations, and evaluate merger and acquisition scenarios. You will participate in drafting sessions, due diligence meetings, and preparation of stock issuances.

The role involves conducting primary-data research, building investment models, advising on procedures, and delivering high-quality client service while maintaining regulatory compliance.

Competenze

• Applies comprehensive knowledge to act independently while providing guidance and training on clear verbal communications.
• Analyzes data trends to support reports and decision making.
• Develops and interprets policies and procedures to align with organizational goals.

Mansioni

• Conduct research using primary data sources for analysis of themes and trends.
• Develop and amend investment models and provide input to senior colleagues.
• Advise on applying procedures and precedents to management.
• Resolve queries from internal/external customers and summarize policy interpretations.
• Edit documents to match organizational style and support publication.

Conoscenze

Verbal communication

Data analysis

Policy development

Mentoring/training

Independent work

Formazione

Bachelor’s: Accounting

Bachelor’s: Business Administration

Bachelor’s: Finance

Descrizione del lavoro

Raymond James seeks a disciplined financial professional to formulate new business proposals, develop forecasts and valuations, and evaluate merger and acquisition scenarios. You will participate in drafting sessions, due diligence meetings, and preparation of stock issuances.

The role involves conducting primary-data research, building investment models, advising on procedures, and delivering high-quality client service while maintaining regulatory compliance.